I don't have a monopoly, hence you will notice my eventual post to you and others on the likely revenues welcomed, even yearned, for others to counter or critique my figures (I only replied to you after you repeatedly ignored others):
"I look forward to far more thorough analysis that refutes my quick sketchy take (Striate not my real area of interest in OCC)."
That take on likely revenues for you (and others) got 25 likes and 10 good analysis marks from posters who kindly acknowledge the effort. In your response you very unkindly said my figures were "baseless"...from a guy who seemed to be absurdly suggesting OCC were literally going to manufacture for the royalties alone.
You 'wondered' repetitvely why no 'profits or revenues' appeared in the deal, despite myself and others repeatedly explaining that that rarely happens in these initial announcements. You said thing like Paul's interview "hinted at a revenue stream". Again, what did you think you were going to do? Give them away for free?
I and others repeatedly explained that revenues, let alone forecast profits were not given on first announcement for a myriad of reasons, and I even gave you the recent example of the Samsung and Novartis manufacturing deal which didn't even elaborate on which medicines/devices Samsung were producing, only the total contract value (TCV), but you continued to ignore and now complain I've still not answered your (frankly stuipid) question.
Jesus, if you work in the stem-cell space, you should be contributing on here more than anyone to discussions. Why was I and not you, stem-cell specialist, having to refute a down-ramping Physiotherapist last year on here, on what you would have known better than me or anyone, were flawed arguments on the pathophysiology of tendinosis and ATI's lack of merits therein?
If you work in stem-cells and not the investment business like myself and others on here, will you please accept that it would have been been very much out of the norm for Paul to have made any indication/forecasts of revenue on the initial announcement. There are confidentiality agreements, non-disclosure agreements and various other manufacturing contract caveats that would have likely prohbited him. Announcing just the total contract value or initial royalties is quite common in these manufacturing deals, for a myriad of reasons. Details will follow and I promise to share anything I discover on here.
For the third time, can I ask again, we move onto more constuctive discussion - particularly if you work in the stem-cell industry.
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